看不懂的SOL|Jan 28, 2026 11:14
The US dollar plummeted, while gold, silver, and the stock market surged!
The US dollar index plummeted to a four-year low.
What happened to the US dollar?
What impact does the current global macro situation have on the stock market, gold and silver, and the untapped cryptocurrency market?
The sharp decline of the US dollar is mainly due to four reasons:
1. Global de dollarization. Due to events such as the Venezuela incident, the Greenland dispute, the US European trade war, and the tense situation in Iran.
The United States undermines world free trade and peace, leading to a global sell-off of US dollar assets, including traditional European allies such as France, Denmark, and Finland.
Central banks around the world continue to increase their holdings of gold and silver, confirming that 'gold and silver are the ultimate currencies'.
2. The Federal Reserve issues excessive currency. Trump announced a significant increase in the annual defense budget from $1 trillion to $1.5 trillion, with a widening budget deficit. Concerns about fiscal extravagance and monetization of the deficit have led to a global sell-off of US dollar assets, with no one willing to take on a currency that continues to depreciate.
3. The independence of the Federal Reserve has been lost. Trump has continuously intervened in the Federal Reserve's monetary policy and even initiated a judicial investigation into Powell.
As the new Federal Reserve Chairman is about to be nominated, the market is concerned about a repeat of the unlimited QE of Trump's first term in 2020, and the Fed's monetary discipline and independence will be completely lost.
4. Trump said he is not worried about the depreciation of the US dollar, and the market is concerned that the US government is intentionally devaluing the dollar to promote exports and the return of manufacturing.
After Trump's statement, the US dollar immediately weakened, with the US dollar index falling more than 1%, reaching its lowest level since February 2022. This is also the fourth consecutive day of decline for the US dollar index.
I have analyzed for my brothers before that the main logic of global macroeconomics in 2026 is a global interest rate cut, a global water release, and the first year of commodities, which is being verified. And who hasn't taken off yet? That's right BTC!!!
The significant depreciation of the US dollar is beneficial for commodities and the stock market.
Along with the significant depreciation of the US dollar, we see almost all physical goods rising in price: gold, silver, copper, oil, lithium carbonate, memory modules, and even Google Cloud.
This is not simply de dollarization, but de monetization. Global funds are flowing into physical assets, selling off credit currency, and physical assets become hard currency.
Friedman said that inflation is a monetary phenomenon at any time and any place.
In 2026, we are experiencing a significant drop in the US dollar and inflation in physical assets.
The trend of gold and BTC is no longer on the normal curve
I can now responsibly tell my brothers to increase their holdings and invest in BTC with peace of mind.
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Refuse noise, 392nd day of investment
Currently holding 50 ETH with a cost of $2373
Currently holding 3.81 BTC with a cost of $86626
Currently, SOL holds 1752.32 positions with a cost of $159
Currently, LINK holds 6600 positions with a cost of 15.3
Today's operation: Continue to blindly buy 0.02 BTC, 5 SOL, and 50 LINK
Current overall profit of the account: 9.96%
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